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Publication Date: November 2025

Form - Franklin Non-Retirement Asset Transfer

Use this form to liquidate non-retirement assets you currently own with another financial institution and have the funds sent to Franklin Templeton to purchase shares of one or more Franklin Templeton mutual funds.

Form - Franklin Non-Retirement Asset Transfer

Literature Code

Format

GOF-FNRT

PDF

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Franklin 529 College Savings Plan - Program Description and Participation Agreement
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